TER vs. SCHD

Last updated Apr 1, 2026

Compare and contrast key facts about Teradyne, Inc. (TER) and Schwab U.S. Dividend Equity ETF (SCHD).

SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.

Performance

TER vs. SCHD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Teradyne, Inc. (TER) and Schwab U.S. Dividend Equity ETF (SCHD). The values are adjusted to include any dividend payments, if applicable.

TER vs. SCHD - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
TER Teradyne, Inc.	53.23%	54.39%	16.51%	24.78%	-46.35%	36.81%	76.73%	118.93%	-24.37%	66.16%
SCHD Schwab U.S. Dividend Equity ETF	12.79%	4.34%	11.66%	4.54%	-3.26%	29.87%	15.03%	27.29%	-5.56%	20.85%

Returns By Period

In the year-to-date period, TER achieves a 53.23% return, which is significantly higher than SCHD's 12.79% return. Over the past 10 years, TER has outperformed SCHD with an annualized return of 30.61%, while SCHD has yielded a comparatively lower 12.31% annualized return.

TER

• 1D: 7.28%
• 1M: -7.36%
• YTD: 53.23%
• 6M: 115.64%
• 1Y: 260.24%
• 3Y*: 40.80%
• 5Y*: 18.61%
• 10Y*: 30.61%

SCHD

• 1D: 0.66%
• 1M: -2.61%
• YTD: 12.79%
• 6M: 14.49%
• 1Y: 13.97%
• 3Y*: 12.05%
• 5Y*: 8.44%
• 10Y*: 12.31%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

TER vs. SCHD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TER

TER Risk / Return Rank: 98
TER Sharpe Ratio Rank: 99
TER Sortino Ratio Rank: 98
TER Omega Ratio Rank: 96
TER Calmar Ratio Rank: 99
TER Martin Ratio Rank: 99

SCHD

SCHD Risk / Return Rank: 52
SCHD Sharpe Ratio Rank: 54
SCHD Sortino Ratio Rank: 55
SCHD Omega Ratio Rank: 54
SCHD Calmar Ratio Rank: 53
SCHD Martin Ratio Rank: 45

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TER vs. SCHD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Teradyne, Inc. (TER) and Schwab U.S. Dividend Equity ETF (SCHD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	TER	SCHD	Difference
Sharpe ratio Return per unit of total volatility	4.21	0.89	+3.32
Sortino ratio Return per unit of downside risk	4.28	1.35	+2.93
Omega ratio Gain probability vs. loss probability	1.57	1.19	+0.38
Calmar ratio Return relative to maximum drawdown	12.75	1.19	+11.55
Martin ratio Return relative to average drawdown	38.79	3.99	+34.80
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

TER vs. SCHD - Sharpe Ratio Comparison

The current TER Sharpe Ratio is 4.21, which is higher than the SCHD Sharpe Ratio of 0.89. The chart below compares the historical Sharpe Ratios of TER and SCHD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	TER	SCHD	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	4.21	0.89	+3.32
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.39	0.59	-0.20
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.70	0.74	-0.04
Sharpe Ratio (All Time) Calculated using the full available price history	0.21	0.84	-0.63

Correlation

The correlation between TER and SCHD is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

TER vs. SCHD - Dividend Comparison

TER's dividend yield for the trailing twelve months is around 0.17%, less than SCHD's 3.44% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
TER Teradyne, Inc.	0.17%	0.25%	0.38%	0.41%	0.50%	0.24%	0.33%	0.53%	1.15%	0.67%	0.94%	1.16%
SCHD Schwab U.S. Dividend Equity ETF	3.44%	3.82%	3.64%	3.49%	3.39%	2.78%	3.16%	2.98%	3.06%	2.63%	2.89%	2.97%

Drawdowns

TER vs. SCHD - Drawdown Comparison

The maximum TER drawdown since its inception was -97.30%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for TER and SCHD.

Drawdown Indicators

	TER	SCHD	Difference
Max Drawdown Largest peak-to-trough decline	-97.30%	-33.37%	-63.93%
Max Drawdown (1Y) Largest decline over 1 year	-20.35%	-12.74%	-7.61%
Max Drawdown (5Y) Largest decline over 5 years	-59.12%	-16.85%	-42.27%
Max Drawdown (10Y) Largest decline over 10 years	-59.12%	-33.37%	-25.75%
Current Drawdown Current decline from peak	-13.52%	-2.89%	-10.63%
Average Drawdown Average peak-to-trough decline	-58.93%	-3.34%	-55.59%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.69%	3.89%	+2.80%

Volatility

TER vs. SCHD - Volatility Comparison

Teradyne, Inc. (TER) has a higher volatility of 23.19% compared to Schwab U.S. Dividend Equity ETF (SCHD) at 2.40%. This indicates that TER's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	TER	SCHD	Difference
Volatility (1M) Calculated over the trailing 1-month period	23.19%	2.40%	+20.79%
Volatility (6M) Calculated over the trailing 6-month period	45.67%	7.96%	+37.71%
Volatility (1Y) Calculated over the trailing 1-year period	62.25%	15.74%	+46.51%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	47.65%	14.40%	+33.25%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	43.72%	16.70%	+27.02%